Looking for Change Management Facilitator Templates to download? See the main templates that a Change Management Facilitator would use in their day-to-day work.
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Change Management Facilitator Templates
Contents
Change Management Facilitator Templates
There is a huge number of templates that someone in the Change Management Facilitator role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Change Management Facilitator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Change Management Plan
2. Stakeholder Analysis Template
3. Communication Plan
4. Training Needs Assessment Template
5. Change Impact Assessment Template
6. Resistance Management Plan
7. Change Readiness Assessment Template
8. Change Request Form
9. Change Log Template
10. Post-Implementation Review Template
Reports
Reports are often prepared by a Change Management Facilitator to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Employee Engagement Report
2. Training Needs Assessment Report
3. Change Readiness Assessment Report
4. Stakeholder Analysis Report
5. Communication Effectiveness Report
6. Resistance Management Report
7. Change Impact Analysis Report
8. Change Adoption Metrics Report
9. Change Implementation Progress Report
10. Lessons Learned Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Change Management Facilitator does and how they do it.
1. Change Request Template
2. Stakeholder Analysis Template
3. Communication Plan Template
4. Training Needs Assessment Template
5. Change Impact Assessment Template
6. Risk Assessment Template
7. Change Readiness Assessment Template
8. Change Implementation Plan Template
9. Post-Implementation Review Template
10. Lessons Learned Template
Presentations
Change Management Facilitator presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Change Management Report
2. Stakeholder Engagement Presentation
3. Change Readiness Assessment Template
4. Change Impact Analysis Presentation
5. Change Communication Plan Template
Legal Docs
There are several key times when a Change Management Facilitator needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Performance Improvement Plan Template
4. Termination Letter Template
5. Employee Satisfaction Survey Template
Health & Safety Templates
Health & Safety templates for a Change Management Facilitator ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template
Calendars
Setting up Change Management Facilitator calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Employee Performance Review Calendar
3. Change Management Plan Calendar
4. Team Building Activities Calendar
5. HR Policy and Procedure Review Calendar
Invoice Templates
Several types of Change Management Facilitator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Change Management Consulting Services Invoice
2. Training and Development Workshop Invoice
3. Organizational Restructuring Support Invoice
4. Employee Engagement Survey and Analysis Invoice
5. Leadership Development Program Invoice
Survey Templates
For a Change Management Facilitator to get insights related to the work they do, they need to send out Change Management Facilitator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Satisfaction Survey
2. Training Needs Assessment Survey
3. Organizational Culture Assessment Survey
4. Change Readiness Survey
5. Stakeholder Feedback Survey
Meeting Agendas
Having premade Change Management Facilitator meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Change Readiness Meeting
2. Stakeholder Alignment Meeting
3. Communication Planning Meeting
4. Training and Development Meeting
5. Post-Implementation Review Meeting
Budget Templates
To manage finances well, a Change Management Facilitator would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Project Budget Template
3. Training and Development Budget Template
4. Travel and Accommodation Budget Template
5. Employee Benefits Budget Template
Dashboards
Dashboards are a useful way for a Change Management Facilitator to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Employee Engagement Dashboard
2. Training and Development Dashboard
3. Performance Management Dashboard
4. Organizational Culture Dashboard
5. Change Readiness Dashboard
Proposal Templates
For bidding or requesting work, a Change Management Facilitator needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Change Management Plan Proposal
2. Communication Strategy Proposal
3. Training and Development Proposal
4. Stakeholder Engagement Proposal
5. Performance Measurement Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Change Management Facilitator templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
